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CBARX vs RLBAX
CBARX vs RLBAX Comparison
Open Charts CBARX vs RLBAX
Calvert Balanced R6
Price$47.04
Change-$0.60 (-1.26%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$35.78
Change-$0.32 (-0.89%)
VolumeN/A
CapitalizationN/A
CBARX vs RLBAX Comparison Chart
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CBARX vs. RLBAX commentary
Nov 18, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CBARX is a StrongSell and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 236B vs. CBARX (1.34B). CBARX pays higher dividends than RLBAX: CBARX (2.44) vs RLBAX (1.59). CBARX was incepted earlier than RLBAX: CBARX (6 years) vs RLBAX (22 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. CBARX (106.00). RLBAX has a lower initial minimum investment than CBARX: RLBAX (250) vs CBARX (5000000). CBARX annual gain was more profitable for investors over the last year : 24.46 vs. RLBAX (19.99). CBARX return over 5 years is better than : 42.97 vs. RLBAX (30.92).
| CBARX | RLBAX | CBARX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 22 years | - |
| Gain YTD | 18.425 | 13.297 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 236B | 1% |
| Annual Yield % from dividends | 2.44 | 1.59 | 154% |
| Returns for 1 year | 24.46 | 19.99 | 122% |
| Returns for 3 years | 9.74 | 8.70 | 112% |
| Returns for 5 years | 42.97 | 30.92 | 139% |
| Returns for 10 years | N/A | 44.74 | - |